Empirical Wealth Management’s CEL-SCI Corp CVM Stock Holding History

Empirical Wealth Management’s Portfolio CVM Stock Details CVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-442	Closed	-$146K	–	521
2021 Q3	$146K	Sell	442 -441	-50%	-$129K	0.01%	436
2021 Q2	$230K	Hold	883	–	–	0.01%	403
2021 Q1	$403K	Sell	883 -113	-11%	-$61.7K	0.03%	285
2020 Q4	$349K	Hold	996	–	–	0.03%	290
2020 Q3	$381K	Hold	996	–	–	0.03%	249
2020 Q2	$446K	Buy	996 +36	+4%	+$14.8K	0.04%	226
2020 Q1	$332K	Hold	960	–	–	0.04%	236
2019 Q4	$264K	Hold	960	–	–	0.03%	277
2019 Q3	$258K	Hold	960	–	–	0.03%	245
2019 Q2	$241K	Buy	960 +442	+85%	+$80K	0.03%	230
2019 Q1	$55K	Hold	518	–	–	0.01%	230
2018 Q4	$45K	Hold	518	–	–	0.01%	197
2018 Q3	$63K	Hold	518	–	–	0.01%	212
2018 Q2	$14K	Buy	518 +141	+37%	+$10.4K	﹤0.01%	185
2018 Q1	$16K	Hold	377	–	–	﹤0.01%	171
2017 Q4	$21K	Buy	+377	New	+$20.3K	﹤0.01%	151

Other funds holding CVM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Empirical Wealth Management's CVM Position: Q4 2021 in Review

Empirical Wealth Management sold out of CEL-SCI Corp (CVM) in Q4 2021, closing a stake of 442 shares — an estimated $146K sold.

Empirical Wealth Management first reported a position in CVM in Q4 2017 and held it in 16 quarters. The position peaked at $446K in Q2 2020. 100 funds tracked by Wall St. Rank hold CVM as of Q4 2021.

Empirical Wealth Management reported no remaining CEL-SCI Corp position as of Q4 2021 after selling out during the quarter.
Empirical Wealth Management sold 442 CEL-SCI Corp shares in Q4 2021, an estimated $146K.
Empirical Wealth Management first reported a position in CEL-SCI Corp in Q4 2017 and held it in 16 quarters.
Empirical Wealth Management's CEL-SCI Corp position peaked at $446K in Q2 2020.
100 funds tracked by Wall St. Rank held CEL-SCI Corp as of Q4 2021.

Based on Empirical Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.